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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,943 | $93,598-61.6% | $135,974-73.6% | $75,173-52.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 22.39% | 30.89%-8.5pp | 68.30%-45.9pp | 160.72%-138.3pp |
| Employer contribution / active EE | $13,432 | $3,538+279.7% | $4,859+176.4% | $2,671+402.9% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $13,432 | $6,978+92.5% | $10,767+24.8% | $5,651+137.7% |